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Kylie Ortiz Email & Phone Number
Client Relations Concierge (CSA)
at
Atlas Private Wealth Advisors
LinkedIn matched
✓ Verified July 2026
2 data sources
Profile completeness 71%
Current company
Role
Client Relations Concierge (CSA)
Location
Detroit Metropolitan Area, United States
Company size
Who is Kylie Ortiz? Overview
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Quick answer
Kylie Ortiz is listed as Client Relations Concierge (CSA) at Atlas Private Wealth Advisors, a with 49 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Kylie Ortiz.
Kylie Ortiz previously worked as Client Service Advisor at Schechter.
Company email context
Email format at Atlas Private Wealth Advisors
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Atlas Private Wealth Advisors
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Profile bio
About Kylie Ortiz
11-year financial services professional with a substantial knowledge of wealth management practices and a focus on relationship management. Provide dedicated operational and sales/marketing support to financial advisors. Insights, interpersonal skills and meticulous planning allows support and guidance to both advisors and clients. Assist with initiatives, meeting deadlines and prioritizing competing projects. Personable and adaptable leader with ability to work both independently and collaboratively to achieve organization goals.
Current workplace
Kylie Ortiz's current company
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Atlas Private Wealth Advisors
2 roles
Kylie Ortiz work experience
A career timeline built from the work history available for this profile.
Client Service Advisor
Team & coworkers
Colleagues at Atlas Private Wealth Advisors
Other employees you can reach at schechterwealth.com. View company contacts for 49 employees →
KG
Kevin Giganti
Colleague at Atlas Private Wealth AdvisorsTroy, Michigan, United States
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JE
Jake Elias, Cfp®, Mba
Colleague at Atlas Private Wealth AdvisorsBirmingham, Michigan, United States
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TW
Taryn Wilson
Colleague at Atlas Private Wealth AdvisorsDavisburg, Michigan, United States
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TH
Teresa Harder
Colleague at Atlas Private Wealth AdvisorsDetroit Metropolitan Area, United States
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AS
Ann-Marie Sandquist
Colleague at Atlas Private Wealth AdvisorsSilverthorne, Colorado, United States
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JV
Jeff Vieder
Colleague at Atlas Private Wealth AdvisorsDetroit Metropolitan Area, United States
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VW
Victoria Wilson
Colleague at Atlas Private Wealth AdvisorsMarina Del Rey, California, United States
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JO
Joseph Opiela, Cfa
Colleague at Atlas Private Wealth AdvisorsDetroit Metropolitan Area, United States
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PA
Phillip Adsit, Cfa
Colleague at Atlas Private Wealth AdvisorsRichmond, Virginia, United States
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CS
Colin Steinberg
Colleague at Atlas Private Wealth AdvisorsBirmingham, Michigan, United States
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Kevin Giganti
Colleague at Atlas Private Wealth AdvisorsTroy, Michigan, United States
View →
JE
Jake Elias, Cfp®, Mba
Colleague at Atlas Private Wealth AdvisorsBirmingham, Michigan, United States
View →
TW
Taryn Wilson
Colleague at Atlas Private Wealth AdvisorsDavisburg, Michigan, United States
View →
TH
Teresa Harder
Colleague at Atlas Private Wealth AdvisorsDetroit Metropolitan Area, United States
View →
AS
Ann-Marie Sandquist
Colleague at Atlas Private Wealth AdvisorsSilverthorne, Colorado, United States
View →
JV
Jeff Vieder
Colleague at Atlas Private Wealth AdvisorsDetroit Metropolitan Area, United States
View →
VW
Victoria Wilson
Colleague at Atlas Private Wealth AdvisorsMarina Del Rey, California, United States
View →
JO
Joseph Opiela, Cfa
Colleague at Atlas Private Wealth AdvisorsDetroit Metropolitan Area, United States
View →
PA
Phillip Adsit, Cfa
Colleague at Atlas Private Wealth AdvisorsRichmond, Virginia, United States
View →
CS
Colin Steinberg
Colleague at Atlas Private Wealth AdvisorsBirmingham, Michigan, United States
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FAQ
Frequently asked questions about Kylie Ortiz
Quick answers generated from the profile data available on this page.
What company does Kylie Ortiz work for?
Kylie Ortiz works for Atlas Private Wealth Advisors.
What is Kylie Ortiz's role at Atlas Private Wealth Advisors?
Kylie Ortiz is listed as Client Relations Concierge (CSA) at Atlas Private Wealth Advisors.
Where is Kylie Ortiz based?
Kylie Ortiz is based in Detroit Metropolitan Area, United States while working with Atlas Private Wealth Advisors.
What companies has Kylie Ortiz worked for?
Kylie Ortiz has worked for Atlas Private Wealth Advisors and Schechter.
Who are Kylie Ortiz's colleagues at Atlas Private Wealth Advisors?
Kylie Ortiz's colleagues at Atlas Private Wealth Advisors include Kevin Giganti, Jake Elias, Cfp®, Mba, Taryn Wilson, Teresa Harder, and Ann-Marie Sandquist.
How can I contact Kylie Ortiz?
You can use AeroLeads to view verified contact signals for Kylie Ortiz at Atlas Private Wealth Advisors, including work email, phone, and LinkedIn data when available.
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